Earnings summaries and quarterly performance for MARCUS.
Executive leadership at MARCUS.
Gregory S. Marcus
Detailed
Chairman and Chief Executive Officer
CEO
CM
Chad M. Paris
Detailed
Chief Financial Officer and Treasurer
MA
Mark A. Gramz
Detailed
President, Marcus Theatres
MR
Michael R. Evans
Detailed
President, Marcus Hotels & Resorts
TF
Thomas F. Kissinger
Detailed
Senior Executive Vice President, General Counsel and Secretary
Board of directors at MARCUS.
AH
Allan H. Selig
Detailed
Director
AM
Austin M. Ramirez
Detailed
Director
BJ
Brian J. Stark
Detailed
Director
BJ
Bruce J. Olson
Detailed
Director
DJ
David J. Marcus
Detailed
Director
DM
Diane Marcus Gershowitz
Detailed
Director
KM
Katherine M. Gehl
Detailed
Director
PA
Paul A. Leff
Detailed
Director
PL
Philip L. Milstein
Detailed
Lead Independent Director
TE
Timothy E. Hoeksema
Detailed
Director
Research analysts who have asked questions during MARCUS earnings calls.
Patrick Sholl
Barrington Research
10 questions for MCS
Also covers: CCO, CMLS, CNK +14 more
Drew Crum
B. Riley Securities
7 questions for MCS
Also covers: CNK, CRSR, HEAR +3 more
EW
Eric Wold
B. Riley Securities
7 questions for MCS
Also covers: AMC, BOWL, CNK +15 more
Michael Hickey
The Benchmark Company, LLC
3 questions for MCS
Also covers: CNK, EA, GAMB +8 more
EW
Eric Wald
Texas Capital Securities
2 questions for MCS
Also covers: GLOO
Mike Hickey
The Benchmark Company LLC
2 questions for MCS
Also covers: CNK, EA, GAMB +9 more
CP
Christopher Potter
Northern Border Investment
1 question for MCS
Recent press releases and 8-K filings for MCS.
Marcus Corporation Reports Q4 and Full-Year 2025 Results
MCS
Earnings
Guidance Update
New Projects/Investments
- The Marcus Corporation reported Q4 2025 consolidated revenues of $193.5 million, a 2.8% increase year-over-year, and consolidated adjusted EBITDA of $26.8 million, up 3.6%. For the full year 2025, consolidated revenues increased just over 3%, while adjusted EBITDA decreased 3.1% to $99.3 million.
- Both the Theatres and Hotels & Resorts divisions delivered year-over-year revenue and earnings growth in Q4 2025, with Hotels achieving a record revenue and EBITDA year for fiscal 2025. Theatres revenue grew 2.2% to $123.8 million, and Hotels revenue grew 5% to $60.4 million in Q4 2025.
- The company expects a significant decrease in capital expenditures for fiscal 2026, projected at $50 million-$55 million compared to $83.2 million in fiscal 2025. This is anticipated to result in a significant increase in free cash flow, with plans to grow the dividend and opportunistically repurchase shares. The outlook for 2026 includes expectations for low single-digit RevPAR growth in hotels.
- Strategic initiatives include rolling out new queuing line systems and redesigned digital ticketing experiences in theatres to enhance customer experience and drive per capita sales. In the Hotels division, the Hilton Milwaukee renovation was completed, and a new independent hotel, the Mark Hotel, was opened from a rebranded wing. A new 11-hole short golf course, Wee Nip, will also open at the Grand Geneva in spring 2026.
2 days ago
The Marcus Corporation Reports Q4 and Full-Year 2025 Results
MCS
Earnings
Guidance Update
Share Buyback
- The Marcus Corporation reported consolidated revenues of $193.5 million in Q4 2025, a 2.8% increase year-over-year, with consolidated Adjusted EBITDA growing 3.6% to $26.8 million. For the full fiscal year 2025, consolidated Adjusted EBITDA decreased 3.1% to $99.3 million.
- The Hotels and Resorts division achieved record revenue and Adjusted EBITDA for fiscal 2025, with Q4 RevPAR for owned hotels growing 3.5% and outperforming competitive sets by 5.5 percentage points.
- The Theatres division's Q4 2025 total revenue increased 2.2% to $123.8 million, outperforming the U.S. box office by 7.6 percentage points due to a favorable film mix and strong per capita growth.
- The company anticipates a meaningful step down in capital expenditures in fiscal 2026 to $50 million-$55 million, projecting a significant increase in free cash flow and a continued commitment to growing dividends and opportunistic share repurchases.
2 days ago
Marcus Corporation Reports Strong Q4 2025 Results and Positive 2026 Outlook
MCS
Earnings
Guidance Update
Share Buyback
- Marcus Corporation reported Q4 2025 consolidated revenues of $193.5 million, a 2.8% increase year-over-year, and consolidated adjusted EBITDA of $26.8 million, up 3.6%. For the full fiscal year 2025, consolidated revenues increased just over 3%, with adjusted EBITDA at $99.3 million.
- Both divisions contributed to growth, with the Hotels division achieving a record revenue and adjusted EBITDA year in fiscal 2025, and the Theatres division outperforming the U.S. box office by approximately 7.6 percentage points in Q4 2025.
- The company returned $27 million to shareholders in fiscal 2025 through dividends and share repurchases, including over 1.1 million shares repurchased for approximately $18 million.
- Looking ahead to fiscal 2026, total capital expenditures are projected to decrease significantly to $50 million-$55 million, expected to lead to a significant increase in free cash flow. The company anticipates low single-digit RevPAR growth in hotels and is optimistic about the upcoming film slates for theaters.
2 days ago
MARCUS CORPORATION Announces Fourth Quarter and Full Year Fiscal 2025 Results
MCS
Earnings
Share Buyback
New Projects/Investments
- Total revenues for the fourth quarter of fiscal 2025 increased 2.8% to $193.5 million, with net earnings per diluted common share rising to $0.19 from $0.03 in the prior year quarter.
- Marcus Theatres led the industry in fourth quarter box office growth, outperforming by 7.6 percentage points compared to the prior year, driven by price optimization and a favorable film slate.
- Marcus Hotels & Resorts achieved record revenue and Adjusted EBITDA for the full fiscal year 2025, with newly renovated properties contributing to outperformance in Q4 and full-year results.
- The company repurchased 1.1 million shares of common stock for $18.0 million during fiscal 2025, contributing to a total of $27.1 million returned to shareholders through repurchases and dividends.
- A change in the fiscal calendar for 2025 resulted in a 370 operating day fiscal year ending December 31, 2025, which favorably impacted Q4 2025 results with additional operating days.
2 days ago
Marcus Corp. Returns to Profitability in 2025, Guides Lower Capex
MCS
Earnings
Guidance Update
Share Buyback
- Marcus Corp. returned to profitability in 2025, reporting $12.7 million in net income on $758.5 million in revenue, with $193.5 million in fourth-quarter sales and $6.0 million in Q4 net earnings.
- The company's segments showed strong performance, with Marcus Theatres driving box-office growth and Marcus Hotels & Resorts outperforming peers with owned-hotel RevPAR up 3.5%.
- Management is guiding 2026 capital expenditures down to $50–$55 million to boost free cash flow, a decrease from $83.0 million in 2025.
- Marcus Corp. repurchased 1.1 million shares in 2025 for approximately $18 million, underscoring its capital-return focus.
2 days ago
Marcus Corporation Reports Strong Q4 and Full Year Fiscal 2025 Results
MCS
Earnings
Share Buyback
Revenue Acceleration/Inflection
- Marcus Corporation reported total revenues of $193.5 million for Q4 fiscal 2025, a 2.8% increase, and $758.5 million for the full fiscal year 2025, a 3.1% increase. Net earnings for Q4 fiscal 2025 were $6.0 million (diluted EPS of $0.19), and for the full year were $12.7 million (diluted EPS of $0.41), a significant improvement from a net loss in fiscal 2024.
- Both divisions outperformed their industries in Q4 fiscal 2025, with Marcus Theatres leading in box office growth and Marcus Hotels & Resorts achieving record revenue and Adjusted EBITDA for fiscal 2025, driven by stable leisure demand and strong group bookings.
- The company returned $27.1 million in capital to shareholders during fiscal 2025 through share repurchases and dividends, including repurchasing 1.1 million shares for $18.0 million in cash.
2 days ago
MCS Announces Management Buy-Out and Relaunch
MCS
Management Change
M&A
New Projects/Investments
- MCS, a national property services company, has been sold to its current CEO Craig Torrance and President Andrew Nolan.
- The management buyout was financially supported by J.P. Morgan Asset Management.
- The newly relaunched organization will retain the MCS brand name and will focus solely on providing property services for the commercial, residential, and government business sectors.
- This transaction follows the sale of MCS's Mortgage Contracting Services division in November 2025.
Jan 5, 2026, 2:00 PM
Marcus Corporation Reports Q3 Revenue Decline
MCS
Earnings
Share Buyback
Demand Weakening
- Marcus Corporation reported Q3 fiscal 2025 revenue of approximately $210.2 million, a 9.7% decline year-over-year, primarily due to weaker performance in its Theatre division.
- Despite the overall decline, the Hotels and Resorts division experienced a modest revenue increase, driven by growth in food and beverage sales and higher occupancy rates.
- Operating income and net earnings fell by around 30%, though a $4.5 million insurance settlement partially offset these impacts.
- The company repurchased $9 million worth of shares during the quarter and received board approval to buy back up to 4 million more shares.
- Analysts remain optimistic, maintaining 'buy' ratings with a median 12-month target price about 45% above the current share price, anticipating recovery fueled by a stronger upcoming film slate.
Oct 31, 2025, 7:40 PM
Marcus Corporation Reports Q3 2025 Financial Results and Updates Capital Allocation Strategy
MCS
Earnings
Share Buyback
Guidance Update
- Marcus Corporation reported mixed Q3 2025 results, with the Theater Division's adjusted EBITDA decreasing 33% to $22.1 million due to lower attendance, while the Hotels and Resorts Division's total revenues increased 1.7% to $80.3 million.
- The Hotels and Resorts Division demonstrated strong underlying performance, with RevPAR growing approximately 7.5% when adjusted for the prior year's Republican National Convention impact, and 2026 group room pace is running approximately 14% ahead of last year.
- Cash flow from operations significantly increased to $39.1 million in Q3 2025 from $30.5 million in the prior year, and the company expects fiscal 2025 capital expenditures to be $75 million-$85 million, stepping down to $50 million-$55 million in 2026.
- The company repurchased 600,000 shares for $9.1 million in Q3 2025 and announced a 4 million share increase to its repurchase authorization, bringing the total to 4.7 million shares, reflecting a balanced capital allocation approach.
Oct 31, 2025, 3:00 PM
Marcus Corporation Reports Q3 2025 Results with Mixed Segment Performance and Increased Share Repurchase Authorization
MCS
Earnings
Share Buyback
Guidance Update
- Marcus Corporation reported Q3 2025 consolidated revenues of $210 million, a 9.7% decrease year-over-year, with adjusted EBITDA at $40.4 million and net earnings of $0.42 per share (excluding a non-recurring gain).
- The Theater division's revenue decreased 16% to $119.9 million due to a less concentrated film slate, while the Hotels & Resorts division revenue increased 1.7% to $80.3 million, with RevPAR growing 7.5% when adjusted for the prior year's RNC impact.
- The company repurchased 600,000 shares for $9.1 million in Q3 2025 and increased its share repurchase authorization by 4 million shares, bringing the total to 4.7 million shares.
- Marcus Corporation expects capital expenditures to decrease significantly in 2026 to $50-$55 million from an estimated $75-$85 million in FY2025, anticipating a significant increase in free cash flow. The company ended the quarter with over $214 million in total liquidity and a net leverage of 1.7 times.
Oct 31, 2025, 3:00 PM
Quarterly earnings call transcripts for MARCUS.
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